AIM
Anchor Investment Management Portfolio holdings
AUM $1.07B
AUM
$1.07B
AUM Growth
+$514K (+0.1%)
Cap. Flow
+$8.23M
Cap. Flow % of AUM
0.77%
Top 10 Holdings %Top 10 Hldgs %
23.15%
Holding
1,060
New
37
Increased
216
Reduced
181
Closed
20
Top Buys
| 1 | $18.9M | |
| 2 | $2.04M | |
| 3 | $1.46M | |
| 4 | $1.3M | |
| 5 | $923K |
Top Sells
| 1 | $20.2M | |
| 2 | $1.22M | |
| 3 | $1.14M | |
| 4 | $1.08M | |
| 5 | $890K |
Sector Composition
| 1 | Technology | 14.68% |
| 2 | Financials | 13.5% |
| 3 | Healthcare | 11.48% |
| 4 | Industrials | 7.73% |
| 5 | Consumer Staples | 6.52% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.45M | 0.13% | 4,641 -1,837 | -28% | -$572K | |||
| $1.45M | 0.13% | 8,381 +32 | +0.4% | +$5.52K | |||
| $1.44M | 0.13% | 67,945 +14 | +0% | +$297 | |||
| $1.44M | 0.13% | 50,943 +13,663 | +37% | +$386K | |||
| $1.43M | 0.13% | 7,584 -148 | -2% | -$27.8K | |||
| $1.4M | 0.13% | 4,248 -69 | -2% | -$22.7K | |||
| $1.39M | 0.13% | 27,747 +598 | +2% | +$30K | |||
| $1.36M | 0.13% | 4,372 +903 | +26% | +$282K | |||
| $1.34M | 0.13% | 10,411 -48 | -0.5% | -$6.19K | |||
| $1.32M | 0.12% | 2,827 -132 | -4% | -$61.5K | |||
| $1.29M | 0.12% | 5,670 -105 | -2% | -$23.9K | |||
| $1.29M | 0.12% | 5,199 -25 | -0.5% | -$6.2K | |||
| $1.27M | 0.12% | 12,087 +100 | +0.8% | +$10.5K | |||
| $1.26M | 0.12% | 7,610 -225 | -3% | -$37.4K | |||
| $1.26M | 0.12% | 8,172 | – | – | |||
| $1.26M | 0.12% | 30,352 +2,965 | +11% | +$123K | |||
| $1.24M | 0.12% | 62,769 +295 | +0.5% | +$5.84K | |||
| $1.24M | 0.12% | 36,335 +1,000 | +3% | +$34.1K | |||
| $1.24M | 0.12% | 8,860 +6,500 | +275% | +$909K | |||
| $1.23M | 0.11% | 9,800 | – | – | |||
| $1.2M | 0.11% | 4,413 +450 | +11% | +$123K | |||
| $1.2M | 0.11% | 9,904 +197 | +2% | +$23.9K | |||
| $1.2M | 0.11% | 19,711 +790 | +4% | +$47.9K | |||
| $1.19M | 0.11% | 21,525 -3,300 | -13% | -$182K | |||
| $1.18M | 0.11% | 63,655 | – | – |
